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| Provider | Service type | Compensation |
|---|---|---|
HOGANTAYLOR LLP1 year Service code 10 · EIN 73-1413977 | Accounting | $18,000 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,766 | $54,590-43.6% | $81,716-62.4% | $73,493-58.1% |
| Participation rate | 89.9% | 68.3%+21.6pp | 72.0%+17.9pp | 70.7%+19.2pp |
| Annual return | 2.75% | 17.74%-15.0pp | 29.49%-26.7pp | 28.51%-25.8pp |
| Employer contribution / active EE | $461 | $1,636-71.8% | $4,310-89.3% | $2,270-79.7% |
| Participant deferral / active EE | $0 | $2,759-100.0% | $7,108-100.0% | $3,740-100.0% |
| Admin fee / account holder | $84 | $592-85.8% | $5,159-98.4% | $513-83.6% |